Use to display an annual view of your paid time-off calendar to plan and review your time off.

To view your annual calendar, complete these steps:

1. From the Personal menu, click Annual Calendar to display the current year calendar. The calendar displays the days that you have taken off to date, any approved days that you have requested to take off in the future, any days pending approval, and any non-work days. From the current year, you can select to display the employee calendar for other years.

2. Review your calendar information and make note of any inaccuracies so that you can report them to your manager. To submit a time-off request, use the Time Off Request menu option. To review the status of a pending request, use the Document Tracking menu option and select the Request Time Off document type.
3. Select another menu option or click Sign-off to close your session.

Use to display a monthly view of your paid time-off calendar to plan and review your time off.

To view your monthly calendar, complete these steps:

1. From the Personal menu, click Monthly Calendar to display the current month calendar. The calendar displays the days that you have taken off to date, any approved days that you have requested to take off in the future, any days pending approval, and any non-work days. From the current month, you can select to display the employee calendar for other months and years.

2. Review your calendar information and make note of any inaccuracies so that you can report them to your manager. To submit a time-off request, use the Time Off Request menu option. To review the status of a pending request, use the Document Tracking menu option and select the Request Time Off document type.
3. To view calendar information for a month other than the current month, select the appropriate month from the list at the top of the Employee Calendar page.
4. Select another menu option or click Sign-off to close your session.

Use to change your address in your personal file.

To change your address, complete these steps:

1. From the Personal menu, click Address to display the Address page.
2. Type the changes to your address.
3. Click Submit to save your changes. The Self Service application updates your address and logs a record of the change for your human resources administrator. Use the In Box/My Requests menu option to track the status of your request.
4. Select another menu option or click Sign-off to close your session.

Use to view or change your emergency contact information in your personal file. You can include as many emergency contacts as you need.

Access to functionality within this menu option to maintain multiple emergency contacts is dependent on the country in which your company is located.

To change your emergency contact information, complete these steps:

1. From the Personal menu, click Contacts to display the Emergency Contact page.
2. Review and update your emergency contact information in your personal file with the appropriate changes. If you can maintain multiple contacts:



• Click Add to add an emergency contact to the list.
• Select an existing contact, and click Change to update information for the contact.
• Select an existing contact, and click Delete to remove the contact from the list. Click Yes to delete the contact from your list.
3. If you are adding or changing an emergency contact, complete or update the information, and then click Submit at the bottom of the page. If you have multiple contacts, you can select only one contact as your primary contact. You cannot deselect a contact as your primary contact. Instead, you access the information for the intended contact and select that contact as the primary contact.
4. Review the information for the emergency contact, and click Continue to save your changes. The Self Service application updates your emergency contact information and logs a record of the change for your human resources administrator.
5. Select another menu option or click Sign-off to close your session.

Use to view your education information in your personal file, maintained by your human resources or training administrator.

To view your education information, complete these steps:

1. From the Personal menu, click Education to display the Education page.
2. Review your education information and make note of any inaccuracies so that you can report them to your human resources or training administrator.
3. Select another menu option or click Sign-off to close your session.

Use to view your current licensing and certification information in your personal file, maintained by your human resources administrator.

To view your license information, complete these steps:

1. From the Personal menu, click Licenses/Licences to display the Certifications page.
2. Review your certification information and make note of any inaccuracies so that you can report them to your human resources administrator.
3. Select another menu option or click Sign-off to close your session.

Use to view information in your personal file.

To view personal information, complete these steps:

1. From the Personal menu, click Personal to display the Personal page.
2. Review the current information in your personal file. Use the Address menu option to update your address. Consult your human resources administrator if other information is not accurate.
3. Select another menu option or click Sign-off to close your session.

Use to view your current company property information in your personal file, maintained by your human resources administrator.

To view your company property information, complete these steps:

1. From the Personal menu, click Property to display the Property page.
2. Review your company property information and make note of any inaccuracies so that you can report them to your human resources administrator.
3. Select another menu option or click Sign-off to close your session.

Use to change the default Self Service language, or, if applicable, to change your password or to define answers to security questions for use if you forget your password, if you need to set a new password, or if your password is disabled.

To change your sign-on preferences, complete these steps:

1. From the Personal menu, click Sign-on Preferences to display the Preferences page.



• To change the default Self Service language, select a language from the list.
• To change your password, type your current password in the Old Password field. Type your new password in the New Password field, and then type it again for confirmation in the Confirm field.
• To define answers for the password reset questions, enter an answer for each question. If a question line displays a list box with a series of questions, select one question from the list and enter an answer for that question. Note that answers are case-sensitive.

If you make a mistake, you can click Clear and start over.

2. Click Submit to process the change. The change to your default language takes effect the next time you log onto Self Service. The change to your password takes effect immediately.
3. Select another menu option or click Sign-off to close your session.

Use to view your current time-off information in your personal file and to submit a time-off request. You can also submit a request to cancel a previously submitted paid time-off request.

To view your time-off information and to submit a time-off request, complete these steps:

1. From the Personal menu, click Time Off Request to display the first Time Off Request page.
2. Review your time-off information and make note of any inaccuracies so that you can report them to your manager. You can also click View Calendar to access your calendar.
3. If you want to submit a time-off request, click Create Request to display the second Request Time Off page.
4. Enter the date range, the number of hours per day, the appropriate absence code, and any comments for the days that you are requesting. If you are canceling a previously submitted request, you must enter the number of hours per day as a negative (-) number.
5. Click Calculate to calculate the total number of requested days off for the selected date range.
6. Click Submit to forward the request to your manager for approval. Use the In Box/My Requests menu option and select the Request Time Off document type to track the status of your request. If you are canceling a request, you must select the Check to Show Completed Documents check box to display the canceled request.
7. Select another menu option or click Sign-off to close your session.

Use to view your vehicle information in your personal file, maintained by your human resources administrator.

To view your vehicle information, complete these steps:

1. From the Personal menu, click Vehicles to display the Vehicles page.
2. Review your vehicle information and make note of any inaccuracies so that you can report them to your human resources administrator.
3. Select another menu option or click Sign-off to close your session.

Use to review the current direct deposit disbursements that you have chosen for your paychecks.

Access to this menu option is dependent on the country in which your company is located.

To view your direct deposit disbursement information, complete these steps:

1. From the Payroll menu, click Direct Deposit Info to display the Direct Deposit Information page.
2. Review your direct deposit disbursement information. To request a change to your disbursements, use the Direct Deposit Change menu option or consult your payroll administrator.
3. Select another menu option or click Sign-off to close your session.

Use to review the current direct deposit disbursements that you have chosen for your paychecks and to submit a request to change your disbursements.

Access to this menu option is dependent on the country in which your company is located.

To change your direct deposit disbursement information, complete these steps:

1. From the Payroll menu, click Direct Deposit Change to display the Direct Deposit Change page.
2. Review your direct deposit disbursement information.
3. To change your disbursements, click Change Direct Deposit Info. to display the Direct Deposit Change Request page.
4. Complete the information for each direct deposit account that you want to use. To delete an existing account, check Delete Selected next to the account.
5. Click Submit to process your request. Use the In Box/My Requests menu option to track the status of your request.
6. Select another menu option or click Sign-off to close your session.

Use to record and save your time on a daily or weekly basis and then submit your completed time sheet for approval.

To record your time and submit your completed time sheet for approval, complete the steps in the applicable section below.

Use to review your pay history for the current year.

To view your current year pay history, complete these steps:

1. From the Payroll menu, click Pay History to display the Pay History page.
2. Review the summary information for your paychecks on this page.
3. To review detailed information, click the Select column next to the check whose detailed information you want to view and click Continue.
4. Review the detailed information for the selected paycheck or payslip.
5. Click Display Another Check or Display Another Payslip to return to the Pay History page.
6. Repeat steps 3 through 5 to review detailed information for additional paychecks or payslips.
7. Select another menu option or click Sign-off to close your session.

For Canadian users, use to review information from your payroll records.

To view payroll information, complete these steps:

1. From the Payroll menu, click Payroll Information (CAN) to display the View Payroll Information page.
2. Review your payroll information. Consult your payroll administrator if you have questions about any information.
3. Select another menu option or click Sign-off to close your session.

Use to review your pay history for a prior year.

To view your prior year pay history, complete these steps:

1. From the Payroll menu, click Prior Year Pay to display the Prior Year Pay page.
2. Review the prior year summary information on this page.
3. To review detailed information, click the Select column next to the year whose detailed information you want to view and click Continue.
4. Review the detailed information for the selected year.
5. Click Return to Summary to return to the Prior Year Pay page.
6. Repeat steps 3 through 5 to review detailed information for additional years.
7. Select another menu option or click Sign-off to close your session.

For Canadian users, use to review information from your T4 slip for a specific year.

To view T4 information, complete these steps:

1. From the Payroll menu, click T4 Information to display the T4 Information page.
2. Click an entry in the T4 Year column to display the T4 Information page for the selected year.

3. Review your T4 information for the selected year. You must use the T4 slip that your employer provides to file your taxes. You must not submit the information below as a substitute for your T4 slip. Consult your payroll administrator if you have questions about your T4 information.
4. Select another menu option or click Sign-off to close your session.

Use to record and save employees' time on a daily or weekly basis and then submit the completed time sheets for approval.

To record employees' time and submit the completed time sheets for approval, complete the steps in the applicable section below.

For US users, use to review information from your Form W-2 for a specific year.

To view Form W-2 information, complete these steps:

1. From the Payroll menu, click W-2 Information to display the W-2 Information page.
2. Click an entry in the W-2 Year column to display the W-2 Information page for the selected year.

3. Review your W-2 information for the selected year. You must use the W-2 Form that your employer provides to file your federal, state and local income taxes. You must not submit the information below as a substitute for your W-2 Form. Consult your payroll administrator if you have questions about your W-2 information.
4. Select another menu option or click Sign-off to close your session.

For US users, use to print a copy of Form W-4, which you can complete and submit to your payroll administrator.

To change your current Form W-4 tax withholding information, complete these steps:

1. From the Payroll menu, click W-4 Form to display an online copy of Form W-4 for the current year.
2. Click the Print icon on the toolbar to print a copy of the form, which you can complete and submit to your payroll administrator.
3. Select another menu option or click Sign-off to close your session.

For US users, use to review your current tax withholding information. You should complete a new W-4 form each year or when your personal or financial situation changes. You and your employer are responsible for making sure that your W-4 form is compliant with government regulations.

To view your current tax information, complete these steps:

1. From the Payroll menu, click Tax Information to display the Tax Information page.
2. Review your current tax withholding information.

   An asterisk (*) next to an amount indicates that a deduction is not a federal or state tax deduction or that the deduction is not subject to tax withholding. Consult your payroll administrator for more information.

   To change your tax withholding information, use the Update Tax Information option or select the W-4 Form option, print a new paper form, make your changes, sign the form, and turn it into your payroll department.

3. Select another menu option or click Sign-off to close your session.

For US users, use to review and update your current tax withholding information. You should complete a new W-4 form each year or when your personal or financial situation changes. You and your employer are responsible for making sure that your W-4 form is compliant with government regulations.

If you use this option to make changes to your federal and state tax deductions, you may also be required to submit a revised hard copy of your W-4 form to your payroll department. Check with your payroll department for confirmation.

To make changes to your current W-4 withholding information, use the W-4 Form menu option to print a new paper form, make your changes, sign the form, and turn it into your payroll department.

To update your current tax withholding information, complete these steps:

1. From the Payroll menu, click Update Tax Information to display the Update Tax Information page.
2. Review your current tax withholding information.

   An asterisk (*) next to an amount indicates that a deduction is not a federal or state tax deduction or that the deduction is not subject to tax withholding. Consult your payroll administrator for more information.

3. Update your tax withholding information.
4. Click Submit at the bottom of the page to process your changes.
5. Select another menu option or click Sign-off to close your session.

Use to view or change your beneficiary information in your personal file.

To view or change your beneficiaries, complete these steps:

1. From the Benefits menu, click Beneficiaries to display the Beneficiaries page.
2. Review and update your current beneficiary information with the appropriate changes.



• Click the check box next to a beneficiary whose information you want to change and click Change to display the Beneficiary Information page. Continue with the steps below.
• Click the check box next to a beneficiary you want to delete and click Delete to remove the beneficiary from the list.
• To add a beneficiary, click Add to display the Beneficiary Information page. Continue with the steps below.
3. Enter and verify your beneficiary information.
4. Click Submit to save your changes and record the change for your benefits administrator. Self Service adds your changes to the list on the Beneficiaries page. Use the In Box/My Requests menu option to track the status of your request.
5. Select another menu option or click Sign-off to close your session.

Use this option outside of an open enrollment period to change your benefit plan elections because of a lifestyle change.

Access to this menu option is dependent on the country in which your company is located.

Confirm that your dependent and beneficiary information is up to date before you submit your benefit changes. Use the Dependents and Beneficiaries menu options to review your current information.

Use to view or change your dependent information in your personal file.

To view or change your dependents, complete these steps:

1. From the Benefits menu, click Dependents to display the Dependents page.
2. Review and update your current dependent information with the appropriate changes.



• Click the check box next to a dependent whose information you want to change and click Change to display the Dependent Information page. Continue with the steps below.
• Click the check box next to a dependent you want to delete and click Delete to remove the dependent from the list.
• To add a dependent, click Add to display the Dependent Information page. Continue with the steps below.
3. Enter and verify your dependent information.
4. Click Submit to save your changes and record the change for your benefits administrator. Self Service adds your changes to the list on the Dependents page. Use the In Box/My Requests menu option to track the status of your request.
5. Select another menu option or click Sign-off to close your session.

Use to view a summary total for the flexible benefit plans in which you are enrolled for the current plan year.

Access to this menu option is dependent on the country in which your company is located.

To view your current flexible benefit plan totals, complete these steps:

1. From the Benefits menu, click Flex Confirmation to display the Flex Confirmation page for the current flexible benefits year.
2. Review your flexible benefit plan totals and make note of any inaccuracies so that you can report them to your benefits administrator.
3. Select another menu option or click Sign-off to close your session.

Use to view the benefit plans in which you are enrolled for the current plan year.

To view your current benefit plan elections, complete these steps:

1. From the Benefits menu, click My Benefits to display the My Benefits page.
2. Review your benefit plan elections.

To make a change to your plans, consult your benefits administrator for details.

If you must change a plan because of a lifestyle change, for example, marriage or childbirth, use the Benefit Changes menu option to submit a change request to your benefits administrator.

Otherwise, you must use the Open Enrollment menu option to change a plan. The timing for this type of change is restricted to an open enrollment period. Consult your benefits administrator for details.

3. Select another menu option or click Sign-off to close your session.

Use during a benefit plan open enrollment period to update your benefit plan elections.

Access to this menu option is dependent on the country in which your company is located.

Confirm that your dependent and beneficiary information is up to date before you submit your benefit plan elections. Use the Dependents and Beneficiaries menu options to review your current information.

To submit your open enrollment benefit plan elections to your benefits administrator, complete these steps. At any time during this procedure, you can click the Open Enrollment menu option to clear your information and start again.

1. From the Benefits menu, click Open Enrollment to display the Open Enrollment - Benefit Plan Selection page.
2. Review your current benefit plan elections.



• If you do not want to change any plans, click the No changes to benefit selections from current year check box.
• To change an election or to enroll in a new plan, select the plan from the Plan Description column for each benefit type in which you want to enroll.
3. Click Continue.
4. If you select to enroll in a life insurance plan where you can select coverage by units, the Self Service application displays the Coverage Election page. Select the number of coverage units that you want for your insurance plan and click Continue.
5. If you select to enroll in a plan that requires dependents or beneficiaries, the Self Service application displays the Dependent(s)/Beneficiary(s) Enrollment Form page. Check Enroll next to the name of each dependent or beneficiary that you want to enroll in a benefit plan. Click Recalculate at the bottom of the page to recalculate your cost per pay period as you add or remove dependents or beneficiaries.
6. Click Continue to display the Beneficiary Worksheet page.

If you are required to provide the name of a primary care physician for yourself or for your dependents, the Self Service application displays a Benefit Physician Entry page. Specify the name of your primary care physician and the primary care physician for each dependent. Click Continue to display Beneficiary Worksheet page.

7. Specify whether each dependent is a primary or contingent beneficiary. A primary beneficiary receives a settlement from a plan in the event of the employee's death. A contingent beneficiary receives a settlement if the primary beneficiaries die before or at the same time the employee dies.
8. Specify the percentage of the settlement that each dependent is to receive in the event of the employee's death. The percentage total for the primary beneficiaries must equal 100 for each plan. The percentage total for the contingent beneficiaries must also equal 100 for each plan.
9. Click Continue. If you are enrolling in a savings plan, the Self Service application displays the Savings Plan Worksheet page.
10. Specify the percentage or an amount that you want to contribute to the savings plan.
11. Click Continue to display the Open Enrollment Confirmation page.
12. After you review and confirm your open enrollment elections, click Save As Draft to save your open enrollment information as a draft, or click Submit to forward your elections to your benefits administrator. Use the In Box/My Requests menu option to track the status of your request.



• If you click Save As Draft, you can access and update your open enrollment elections as long as the open enrollment period remains open.
• If you click Submit, you cannot make additional benefit changes until your benefits administrator processes your submitted request.
13. Select another menu option or click Sign-off to close your session.

Use to view information about the training courses that your company offers and to submit enrollment and training requests.

To view the course catalog, complete these steps:

1. From the Training menu, click Course Catalog to display the Course Catalog - Course Selection page.
2. Specify criteria for selecting courses from the catalog. Leave the information on the page blank to display all courses in the catalog. If you specify a Course Code you must leave the remaining information blank. Use Description Contains to display all courses whose descriptions contain the text that you specify.
3. Click Continue to display the Course Catalog page.
4. Click an entry in the Course Code column to display the related Course Detail page. If you have not enrolled, requested enrollment or completed the selected course, you can enroll if the course is scheduled. If the course is unscheduled, you can submit an enrollment request for the course.



Enrolling in a Scheduled Course
To enroll in a scheduled course, complete these steps:
1. From the Course Detail page, click Request to display the Training Enrollment Request page.
2. Click the check box in the Select column next to an available schedule that you want to select.
3. If you select more than one start date, type numbers in the Choice column for each entry to indicate your order of preference.
4. Click Submit. Use the In Box/My Requests menu option to track the status of your training enrollment.
5. Click the Course Catalog menu option to return to the Course Catalog - Course Selection page, or click Sign-off to close your session.
Requesting Enrollment in an Unscheduled Course
To request enrollment in an unscheduled course, complete these steps:
1. From the Course Detail page, click Request.
2. Click Continue to display the Training Request page.
3. Complete the information on the Training Request page and click Submit. Use the In Box/My Requests menu option to track the status of your request.
4. Click the Course Catalog menu option to return to the Course Catalog - Course Selection page, or click Sign-off to close your session.
5. Select another menu option or click Sign-off to close your session.

Use to view your training information, which lists assigned courses, enrollment requests, training requests and training history.

To view your training information, complete these steps:

1. From the Training menu, click My Training to display the My Training page.
2. Click one of the titles below to display a list of related courses.
   
   
   • Assigned Courses - courses that an employee may be expected to take, based on courses assigned to the employee's job training group and corporate core training course requirements
   • Requested Courses - unscheduled courses for which an employee has existing training requests
   • Enrollments - courses in which an employee is enrolled on a scheduled date
   • Completed Courses - an employee's completed training courses
3. Click an entry in the Course column to display the related Course Detail page. For an assigned course, you can enroll if the course is scheduled. If the course is unscheduled, you can submit an enrollment request for the course.



Enrolling in a Scheduled Course
To enroll in a scheduled course, complete these steps:
1. From the Course Detail page, click Request to display the Training Enrollment Request page.
2. Click the check box in the Select column next to an available schedule that you want to select.
3. If you select more than one start date, type numbers in the Choice column for each entry to indicate your order of preference.
4. Click Submit. Use the In Box/My Requests menu option to track the status of your training enrollment.
5. Click the My Training menu option to return to the My Training page, or click Sign-off to close your session.
Requesting Enrollment in an Unscheduled Course
To request enrollment in an unscheduled course, complete these steps:
1. From the Course Detail page, click Request.
2. Click Continue to display the Training Request page.
3. Complete the information on the Training Request page and click Submit. Use the In Box/My Requests menu option to track the status of your request.
4. Click the My Training menu option to return to the My Training page, or click Sign-off to close your session.
4. Select another menu option or click Sign-off to close your session.

Use to maintain a list of alternate approvers for the Self Service document types that you are responsible for approving.

You can select one or more alternate approvers for the period when you are unavailable to approve workflow documents. If you select more than one alternate approver for a specified period, you cannot assign the approvers to the same document types.

To maintain alternate approvers, complete these steps:

1. From the In Box menu, click Alternate Approvers to display the Alternate Approvers page.
2. Review your alternate approvers and complete the action below to add, change or delete an alternate approver.



• To add an approver, click Add to display the Alternate Approver Detail page and continue with the steps below.
• To change information for an approver, click the check box next to the approver's start date and click Change to display the Alternate Approver Detail page. Continue with the steps below.
• To delete an approver, click the check box next to the approver's start date and click Delete.
3. Select the start and end dates for the period when you are unavailable to approve workflow documents.
4. Select one alternate approver for all documents types within the period, or select multiple approvers. Approvers must be responsible for different document types if you assign the approvers to the same periods or overlapping periods.
5. Specify yes in Skip Me if you do not plan to use an alternate approver but you do not want to delay the workflow process. Self Service routes the selected document types to the next scheduled approver.
6. Click Submit to save your information and return to the Alternate Approvers page.
7. Select another menu option or click Sign-off to close your session.

Use to view a list of documents that are pending your approval. From the list you can access the documents and take action to approve or reject a document or, if you have authorization, you can direct it to a new approver.

To view and work with documents pending your approval, complete these steps:

1. From the In Box menu, click For My Approval to display the For My Approval page.
2. Review a list of document pending your approval and complete the action below to approve, reject or redirect a pending document.



• To approve a document, click the check box next to a document entry in the Subject column and click Approve. To approve all listed documents, click Select All and then click Approve.
• To reject a document, click the check box next to a document entry in the Subject column and click Reject. To reject all listed documents, click Select All and then click Reject.
• If you have authority to redirect a document to another approver, click the check box next to a document entry in the Subject column and click Redirect to display the Approval Redirection List page. To redirect all listed documents, click Select All and then click Redirect. Specify a new approver for the selected document. Click Submit to return to the For My Approval page.



You can also click an entry in the Subject column on the For My Approvals page to view the document details. From the detailed view, you can approve or reject the document or, if you have authorization, redirect the document to a new approver.

3. Select another menu option or click Sign-off to close your session.

Use to work with your messages from other Self Service users, create and send messages or delete messages. Recipients must be users of your company's Self Service product. The My Messages menu option does not generate external e-mails.

To work with messages, complete these steps:

1. From the In Box menu, click My Messages to display the Messages page.
2. If you have a message in your in box, click it to open it.
3. Use one of the options below to respond to an item in your in box.



• Documents that you initiate:



• Cancel
• Resubmit
• Delete
• Documents that require an approval response:



• Edit



You have access to this action only to edit Workflow Comments, or if you have authority to edit documents, to edit specific information on the document.

• Approve
• Redirect



You have access to this action only if you have authority to redirect a document to another approver.

• Reject
• Reset



You use this action to clear information from Workflow Comments.

• Notifications



• View Document


4. To create a message, click Compose New Message on the Messages page, complete the information on the Message Composer page and click Send.
5. To delete a message, click the check box next to the message you want to delete from the Messages page. Click Delete Selected Items.




You can delete only those notifications and messages created with Compose New Message. You cannot delete messages that require your approval or rejection.

6. Select another menu option or click Sign-off to close your session.

Use to track the status of the requests that you initiated from the following Self Service menu options:

• Address
• Contacts
• Time Off Request
• Direct Deposit Change*
• My Time Sheets
• Beneficiaries
• Benefit Changes*
• Dependents
• Open Enrollment*
• Course Catalog
• My Training

*Access is dependent on the country in which your company is located.

To track the status of your requests, complete these steps:

1. From the In Box menu, click My Requests to display the Document Tracking - Document Selection page.
2. Select the date range and the type of document that you want to display. Leave the date range fields blank to display all documents for a specific document type.
3. Click Continue to display the Document Tracking - Document History page.
4. Click a document link in the Document Type column to display the Document Tracking page for the selected document.
5. Click View Document to display the actual document.
6. Click Back to Document List to return to the Document Tracking - Document History page for the selected document type or click Select Another Document Type to return to the Document Tracking Selection page.